Baldwin Wealth Partners’s Essential Utilities WTRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-500
| Closed | -$20K | – | 519 |
|
|
2017
Q4 | $20K | Hold |
500
| – | – | ﹤0.01% | 377 |
|
|
2017
Q3 | $17K | Hold |
500
| – | – | ﹤0.01% | 389 |
|
|
2017
Q2 | $17K | Hold |
500
| – | – | ﹤0.01% | 390 |
|
|
2017
Q1 | $16K | Hold |
500
| – | – | ﹤0.01% | 386 |
|
|
2016
Q4 | $15K | Hold |
500
| – | – | ﹤0.01% | 398 |
|
|
2016
Q3 | $15K | Buy |
+500
| New | +$15K | ﹤0.01% | 413 |
|